Save And Schedule A Report Exercise; Step A. Save A Report - M86 Security 350 Installation Manual

B F R
EST ILTERING AND EPORTING
III. Save and schedule a report exercise

Step A. Save a report

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P R M
RACTICES EPORT
In this exercise you will learn how to save a report view and then create a schedule
for running a report on a regular basis using criteria specified for that report. While
a Summary Drill Down Report is used in this exercise, these steps also apply to a
Detail Drill Down Report.
1. After generating a Summary Drill Down Report, to save the criteria used in that
report view, navigate to Report Settings > Save at the bottom of the report
view to open the Save Report window:
Note that this window is populated with specifications used in the current report
view.
2. For this exercise, make entries in the following fields:
• Report Info - Save Name, Description
• Email - To, Subject
3. Choose the Save and Schedule option from the "save" options at the bottom of
the window. The three "save" options are as follows:
• Save and Schedule - this option lets you save criteria from the current report
view and then set up a schedule to run the report using that criteria.
• Save and Email - this option lets you save criteria from the current report
view and then email the report in the specified output format.
• Save Only - this option lets you save criteria from the current report view.
NOTE: Saved reports can be edited at any time. These reports are accessed by going to
Reports > Saved Reports, and then choosing the report from the Reports list.
In the WFR User Guide index, see:
• How to: save a report
See also:
• How to: access Saved Custom Reports
• How to: edit a saved report
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ANAGER SAGE CENARIOS
M86 S I G
ECURITY NSTALLATION UIDE